CFO Talks

NOVEMBER 11, 2024

Next, I develop a plan that outlines potential solutions. In summary, my approach to overcoming obstacles involves thorough assessment, planning, collaboration, adaptability, and a focus on continuous learning. Financial Acumen : A deep understanding of financial principles, reporting, and analysis is fundamental.

CFO

E78 Partners

NOVEMBER 26, 2024

Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed. At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management.

Investments

CFO Dive

JUNE 9, 2025

And if your financial model can’t surface them early, it’s not a model. Because “we’ll fix it in Q4” isn’t a plan. You can unsubscribe at anytime. Great rate, wrong classification — and suddenly youre back-paying taxes with a side of penalties. Translation: you can’t just spin up a team and hope for the best.

Finance

CFO Selections

JULY 6, 2023

“How do you build a three-year financial model?” A financial model is a type of financial projection that pulls together important data to allow organizations to analyze their current financial position and predict their future financial position. It’s a question we get (and answer) a lot.

Financial Modeling

Future CFO

APRIL 30, 2024

Gerry Chng , Risk Advisory Executive Director at Deloitte Singapore , sees that one of the key uses of Generative AI is the ability to create synthetic data to augment existing data points in a more cost-effective manner, which in turn makes it easier to conduct financial modelling and risk analysis.

Finance

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? The primary objectives of FP&A.

Financial Planning and Analysis (FP&A)

Spreadym

MAY 10, 2023

What-if analysis is a technique used in financial planning and decision-making business software to assess the potential outcomes of different scenarios or changes in variables. It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes.

Financial Planning and Analysis (FP&A)

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A)

The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. Risk Management. Strategic financial planning.

Financial Planning and Analysis (FP&A)

E78 Partners

OCTOBER 28, 2024

These consultants advise on different stages of the investment process, such as deal sourcing and due diligence, conducting research, value creation, and planning exit strategies. They can even help with market analysis, risk management, and financial modeling to ensure investments align with long-term profitability objectives.

Financial Modeling

CFO Talks

FEBRUARY 9, 2024

To understand how this decision affects a CFO’s skill set, it’s essential to analyse its diverse impacts: Risk Management: CFOs are the forerunners of risk mitigation within their organisations. The decision to maintain interest rates underscores the importance of astute risk assessment.

CFO

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning

E78 Partners

NOVEMBER 12, 2024

Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness. Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing

E78 Partners

NOVEMBER 12, 2024

Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness. Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing

CFO Network

FEBRUARY 14, 2024

Their expertise in financial modeling can provide invaluable insights into your company’s performance. Strategic Financial Planning Effective financial strategy is built on a solid foundation of planning. A Fractional CFO excels in creating long-term financial plans that align with your business goals.

CFO

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team.

CFO

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical.

Prioritization

Future CFO

MAY 22, 2024

Jackson Ng “They are responsible for assessing the financial feasibility of digital projects, ensuring their alignment with the company’s overall objectives, and allocating resources efficiently.” Their influence is felt by directing financial plans that propel and uphold the agenda for change.”

CFO

CFO Simplified

DECEMBER 12, 2021

Finance focuses primarily on the management of assets, liabilities, and strategic growth planning. A team member in the finance department addresses how a business manages their money, from: Investing and borrowing. Growth planning . You change operations, you affect the financials. . Overseeing risk management.

Accounting

E78 Partners

NOVEMBER 26, 2024

Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed. At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management.

Investments

E78 Partners

NOVEMBER 26, 2024

Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed. At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management.

Investments

Spreadym

SEPTEMBER 27, 2023

Spreadym : Spreadym is a Corporate Performance Management platform that combines the flexibility of Excel spreadsheets and the high-productivity of data analytics. Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document.

SAP

Future CFO

SEPTEMBER 30, 2022

Furthermore, the risks and the costs of a cyber incident were difficult to quantify and present in financial models. Secondly, be an active participant in Cyber Incident Response Planning. Ensure that your Cyber Incidence Response Plan is linked with the overall Business Continuity Plan. Phillip Ivancic.

CFO

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). Analyzing Scenarios and Modeling Sensitivity AI-driven tools empower leaders in financial planning and analysis (FP&A) to analyze different scenarios and model sensitivity.

Financial Planning and Analysis (FP&A)

Future CFO

OCTOBER 11, 2020

Have you ever wonder what other CFOs have done and plan to do during the pandemic to alleviate some of the impacts and ensure the smooth operation of their teams and organisations? Risk Management. These models have been effective for us to financial plan and take actions to address the business.

CFO

The Finance Weekly

JANUARY 21, 2024

Under this familiar process, financial personnel export data from their organization's software, typically the company's Enterprise Resource Planning (ERP) system. One workaround found in cumbersome financial reporting processes includes using old legacy Excel-based financial models.

Financial Planning and Analysis (FP&A)

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies.

CFO

The Charity CFO

APRIL 15, 2022

I did risk management. Um, and more importantly, we talk about that transition plan for a lot of nonprofits that are dealing with, uh, the loss of their accountants. And so succession planning is very important. And there’s the other 20% of us that really like financial modeling and yeah.

Nonprofit

The Charity CFO

APRIL 27, 2022

Tosha Anderson: Well, you know, being an account and I’m a data person, a systems person, it’s like everything has to boil down to some sort of, you know, financial model or science. Tim Kachuriak: And that plan should begin with humanize your communicate. So great, great point that you brought up.

Nonprofit

Barry Ritholtz

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. I can remember the days at Drexel, we were all in the bullpen. RITHOLTZ: Right.

Mergers and Acquisitions (M&A)

CFO Talks

MAY 13, 2025

In South Africas volatile environment – where currency swings, regulation, and systemic risk add pressure to every line item – CFOs are not just backroom advisors in M&A. Youre architects, risk managers, value engineers, and post-deal integrators. This is where your risk planning matters.

Mergers and Acquisitions (M&A)

CFO Talks

MAY 15, 2025

In reality, its a signal – just like any other early warning system youd build into your financial model. Simulation exercises, whether financial stress tests, cyberattack scenarios or operational disruptions – help embed a level of familiarity with chaos. What happens if your largest client defaults?

Numbers